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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-06-11
TX RA APPROVED_RES 2024-06-10
MI RA APPROVED 2024-06-06
  • NH RA
    APPROVED
    Since 2024-06-11
  • TX RA
    APPROVED_RES
    Since 2024-06-10
  • MI RA
    APPROVED
    Since 2024-06-06

Branch Locations

880 W. Long Lake Rd. Suite 550, Troy, MI 48098 • United States

858 Camp Street, New Orleans, LA 70130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Bingham Farms MI 01/2011 01/2017
Cwm, Llc Bingham Farms MI 01/2017 06/2024
Stonebridge Financial Partners, Llc Bingham Farms MI 10/2014 Present
Cetera Advisor Networks El Segundo CA 01/2017 06/2024
Lpl Financial Llc Troy MI 06/2024 Present
Newedge Advisors, Llc. New Orleans LA 06/2024 Present
  • 01/2011 → 01/2017
    Lpl Financial Llc
    Bingham Farms, MI
  • 01/2017 → 06/2024
    Bingham Farms, MI
  • 10/2014 → Present
    Stonebridge Financial Partners, Llc
    Bingham Farms, MI
  • 01/2017 → 06/2024
    Cetera Advisor Networks
    El Segundo, CA
  • 06/2024 → Present
    Lpl Financial Llc
    Troy, MI
  • 06/2024 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
  • 2018-06-28 → 2024-06-06
    Bingham Farms, MI
    Omaha, NE
    Grand Rapids, MI
    Troy, MI
Other Businesses

1. 05/15/2024 - Stonebridge Financial Partners LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 6/5/2024 - 160 Hrs/Mo; 8 Hrs During Trading. 2. 05/15/2024 - Evan Topor - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 6/5/2024 - 5 Hrs/Mo; 1 Hr During Trading. 3. 06/06/2024 - Stonebridge Financial Partners - DBA for NewEdge Advisors, LLC (RIA) - Investment related - Investment Advisor Representative - 100% of time is devoted to this activity -t reported business location. 4. 06/13/2024 - NewEdge Advisors - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 6/5/2024 - 144 Hrs/Mo; 7 Hrs During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 144 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-22
S63 Uniform Securities Agent State Law Examination 2007-05-17
  • S66 Uniform Combined State Law Examination
    2017-05-22
  • S63 Uniform Securities Agent State Law Examination
    2007-05-17

View on SEC IAPD

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